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iShares US Financial Services ETF
IYG

Overview Fund Activity

148 hedge funds and large institutions have $687M invested in iShares US Financial Services ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
30
Reduced
59
Closed
20
Calls
$2.45M
Puts
$1.22M
Net Calls
+$1.23M
Net Calls Change
-$2.3M

Top Buyers

1
CS
Credit Suisse
Switzerland
$13.4M
2
CAM
Cypress Asset Management
Texas
$6.51M
3
FTS
Fifth Third Securities
Ohio
$1.87M
4
BCM
Barometer Capital Management
Ontario, Canada
$2.91M
5
HCM
Hilton Capital Management
New York
$765K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.3M
2
Bank of America
Bank of America
North Carolina
$54.4M
3
BTS
BB&T Securities
Virginia
$8.13M
4
RJA
Raymond James & Associates
Florida
$37.7M
5
WA
WestEnd Advisors
North Carolina
$5.49K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
126
Cullen/Frost Bankers
Texas
$27K +$27K +600 New
IWA
127
Intercontinental Wealth Advisors
Texas
$20K – – –
TFS
128
TrustCore Financial Services
Tennessee
$14K +$14K +315 New
GWMIA
129
Global Wealth Management Investment Advisory
Florida
$13K – – –
RCAG
130
Rehmann Capital Advisory Group
Michigan
$13K +$13K +291 New
GEA
131
Glen Eagle Advisors
New Jersey
$11.6K – – –
William Blair & Company
132
William Blair & Company
Illinois
$10K – – –
AF
133
Allworth Financial
California
$10K – – –
EWM
134
Executive Wealth Management
Michigan
$9K -$1.91K -42 -18%
AssetMark Inc
135
AssetMark Inc
California
$7K -$5.68M -124,218 -100%
MFT
136
Moisand Fitzgerald Tamayo
Florida
$7K – – –
FRA
137
Front Row Advisors
California
$7K – – –
WA
138
WestEnd Advisors
North Carolina
$5.49K -$14.7M -330,399 -100%
Bessemer Group
139
Bessemer Group
New Jersey
$5K – – –
FHA
140
First Horizon Advisors
Tennessee
$5K – – –
QCG
141
Quadrant Capital Group
Ohio
$5K – – –
GSWM
142
Golden State Wealth Management
California
$5K – – –
BFEC
143
Benjamin F. Edwards & Company
Missouri
$4K +$4K +84 New
CAC
144
Certified Advisory Corp
Florida
$3K – – –
TFA
145
Transamerica Financial Advisors
Florida
$1K +$1K +3 New
JCM
146
Jacobi Capital Management
Pennsylvania
$1K +$1K +21 New
S
147
SignatureFD
Georgia
$1K +$1K +33 New
Deutsche Bank
148
Deutsche Bank
Germany
– -$3.15M -75,762 Closed
VAG
149
VisionPoint Advisory Group
Texas
– -$2.98M -71,685 Closed
TW
150
TrinityPoint Wealth
Connecticut
– -$830K -19,956 Closed
3 4 5
6
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